Daniel Bonkoski
Daniel Bonkoski is a registered investment advisor at Advisornet Wealth Partners, based in Rapid City, SD, with 15 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,712 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AdvisorNet Wealth Partners' investment management fee is negotiable, not exceeding 2.50% annually, for both wrap and non-wrap fee arrangements. The wrap fee includes trade execution, custody, reporting, and investment management fees. The non-wrap fee does not include these additional costs. Fees may be lower or waived based on various criteria. Cash is considered an asset class and included in fee calculations.
Location
1830 W Fulton Street, Suite 100, Rapid City, SD, 57702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an investment advisor representative at AdvisorNet Wealth Partners and a financial consultant at Financial Consultants of Rapid City, dedicating full-time hours to these roles. He also works as an insurance agent selling fixed insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Advisornet Wealth Partners
Cetera Wealth Services, LLCBroker
Previous Registrations
Denver Wealth Management, INC.
LPL Financial LLCBroker
Colorado Financial Service CorporationBroker
Charles Schwab & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.